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Financial Planning

529 Plans Got More Flexible: Why It Might Be Time to Revisit Them

May 6, 2026May 6, 2026 Jared Friedman CFP®Financial Planning

For years, many families hesitated to use 529 plans. And honestly, that hesitation made sense. A 529 plan is a tax-advantaged account designed to help pay for education. The sticking point? The money used to be pretty rigid. If your […]

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The Anti-Budget: How 3 Big Choices Make (or Break) Your Money

April 28, 2026April 28, 2026 Jared Friedman CFP®Financial Planning

You don’t need a perfect budget. You need to get three big rocks right: housing, your car payment, and your marriage. Nail those, and most of the “budgeting” stress melts away. Why budgeting isn’t the main event So instead of […]

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Housing Market Update: Impact on the Economy and Financial Plans

April 21, 2026April 21, 2026 Jared Friedman CFP®Financial Planning

For many households, a home represents not only where they live and raise their family, but also their largest financial asset, monthly expense, and source of debt. From a broader economic perspective, the housing market is deeply intertwined with consumer […]

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A Balanced View of Inflation and Earnings as the War in Iran Evolves

April 14, 2026April 14, 2026 Jared Friedman CFP®Financial Planning

The conflict between the United States and Iran continues to evolve, with markets reacting to each new set of headlines. A ceasefire announcement initially eased tensions and pushed oil prices lower, with Brent crude falling into the $90 range. However, […]

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Money Game Change

April 7, 2026April 7, 2026 Jared Friedman CFP®Financial Planning

Your parents built wealth in a world with pensions, cheap houses, stable careers, and interest on savings that actually beat inflation. You don’t live in that world. Today, the winners are the ones who allocate capital—money, time, attention—toward leverage and […]

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Recent Posts

  •  April Inflation Update: What’s Driving the Price and What It Means for You
  • 529 Plans Got More Flexible: Why It Might Be Time to Revisit Them
  • The Anti-Budget: How 3 Big Choices Make (or Break) Your Money
  • Housing Market Update: Impact on the Economy and Financial Plans
  • A Balanced View of Inflation and Earnings as the War in Iran Evolves

The Pocket Financial Planner

Jared Friedman CFP®

The Art of Financial Planning is a blog that focuses on financial planning and  money management. I work at Redwood Financial Planning.  Learn more here.

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Advisory Services offered through Redwood Financial Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Redwood Financial Planning and its representatives are properly licensed or exempt from licensure.

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